KFP

Kerr Financial Planning Portfolio holdings

AUM $81.4M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.91M
3 +$3.65M
4
AAPL icon
Apple
AAPL
+$3.3M
5
AMZN icon
Amazon
AMZN
+$2.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 12.25%
3 Financials 6.03%
4 Communication Services 2.54%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$54.2K 0.08%
+514
152
$54K 0.08%
+884
153
$52.9K 0.07%
+324
154
$52.5K 0.07%
+617
155
$52K 0.07%
+1,675
156
$51.7K 0.07%
+4,169
157
$51.1K 0.07%
+300
158
$50.8K 0.07%
+480
159
$50.7K 0.07%
+261
160
$50.5K 0.07%
+153
161
$50.4K 0.07%
+361
162
$49.4K 0.07%
+1,159
163
$49.3K 0.07%
+4,557
164
$47.8K 0.07%
+820
165
$47.7K 0.07%
+2,000
166
$46.7K 0.07%
+95
167
$45.6K 0.06%
+79
168
$44.8K 0.06%
+614
169
$44.6K 0.06%
+1,205
170
$43.2K 0.06%
+211
171
$43.2K 0.06%
+826
172
$42.7K 0.06%
+118
173
$42.6K 0.06%
+325
174
$42.4K 0.06%
+2,556
175
$42.3K 0.06%
+102